Senior Tax Advisor, Private Client Services (PCS)

Acgdept; Town of Florida (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's in Accounting is required, alongside a CPA license and 4+ years of experience. This role offers a dynamic environment focused on client relationships.

Qualifications

• 4+ years of relevant tax experience, preferably in public accounting.
• Strong knowledge of individual, trust, and estate tax compliance.
• Experience supervising and mentoring junior staff.

Responsibilities

• Supervise and review preparation of tax returns for individuals and businesses.
• Provide proactive tax planning to private clients.
• Research complex tax issues and provide recommendations.

Skills

Tax compliance

Client service

Analytical skills

Communication

Organizational skills

Proficiency with tax software

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s in Taxation

CPA license

Tools

CCH Axcess

ProSystem fx

Microsoft Office Suite

Job description

A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's in Accounting is required, alongside a CPA license and 4+ years of experience. This role offers a dynamic environment focused on client relationships.